When Will Stablecoin Reserve Assets Officially Begin by Country—Korea, Japan, and the US?

When will stablecoin reserve assets officially begin by country, including Korea, Japan, and the US? | Kim Dong-hwan, Seo Dong-ju, Park Sang-hyuk, Digital Asset Editor-in-Chief [Crypto PLUS]
Watch on YouTube ↗  |  September 09, 2026 at 03:00  |  32:02  |  3PRO TV (삼프로TV)
Speakers
Park Sang-hyuk — Editor
Kim Dong-hwan — CEO, Xangle

Summary

Seo Dong-ju and Kim Dong-hwan host a Crypto PLUS episode where Digital Asset Editor-in-Chief Park Sang-hyuk walks through overnight crypto market weakness from US-Iran tensions and oil, the upcoming Clarity Act/cloture vote, Strategy's preferred stock buyback, BOJ JGB reduction risks, Hunter Biden's Laptop meme coin, and stablecoin reserve-asset regulation. The panel highlights Bitcoin catalysts in both directions, a potential Strategy preferred recovery after FOMC, and structural demand for US short-term Treasuries from stablecoin issuers. They also flag legal risk in Korea's staking bankruptcy case and warn against a new politically linked meme coin.

  • US-Iran tanker escalation lifted WTI near $93 and pressured Bitcoin and risk assets via inflation/rate-hike concerns, before easing on limited US damage.
  • The Clarity Act/cloture vote next week and the White House's stance on the ethics clause are seen as key Bitcoin catalysts.
  • Strategy bought back preferred stock and expanded buyback capacity, signaling a focus on supporting the preferred near $100.
  • BOJ JGB holdings are shrinking at a record pace, raising JGB yield and yen carry-unwind concerns.
  • Hunter Biden's Laptop meme coin drew immediate backlash over tokenomics, and the panel says to avoid it.
  • Japan and the US are formalizing stablecoin reserve assets in short-term government bonds, while Korea may need at least two years.
  • Visa and Mastercard's stablecoin settlement use is growing, and the program reportedly cuts funding costs by up to 30%.
Ideas
Park Sang-hyuk Editor 2:47
Bitcoin pressured by oil; declines currently limited.
Oil spiked after reports that the US struck five Iranian tankers near Kharg Island, lifting WTI to about $93, a three-month high, and pressuring Bitcoin and risk assets through renewed inflation and Fed rate-hike concerns. However, the market reaction was limited because Iran's retaliation caused little US damage and current tension is lower than the May/June episode, so Bitcoin could fall more only if a bigger escalation emerges.
BTC MED
Park Sang-hyuk Editor 6:47
Strategy preferred could reach $100 after FOMC.
Strategy disclosed that it bought $176.3 million of its preferred stock instead of Bitcoin and simultaneously doubled its securities buyback capacity. This signals Strategy is focused on supporting the preferred price toward its $100 face value, though the September FOMC creates near-term volatility, so the preferred is a watch item into late September.
Strategy Preferred Stock (STRK) HIGH
Park Sang-hyuk Editor 12:34
BOJ tightening pressures JGB yields, yen.
The Bank of Japan's holdings of Japanese government bonds are shrinking at the fastest pace on record, meaning the BOJ is not absorbing supply and is effectively tightening. This puts upward pressure on JGB yields and raises the risk of a yen-carry unwind, making JGB and yen markets a key macro watch ahead of US Treasury auctions.
JGBUX FXY MED
Park Sang-hyuk Editor 18:40
Avoid Hunter Biden's Laptop meme coin.
Hunter Biden's Laptop meme coin launch has a toxic setup: 30% founder allocation with only a six-month lock, airdrop to TRUMP token losers, and stretched burn conditions. Kraken withdrew promotion after backlash, and the panel explicitly advises not to buy because it looks designed to dump on retail after six months.
TON HIGH
Park Sang-hyuk Editor 21:25
Stablecoin regulation boosts short-term Treasury demand.
Dollar-based stablecoin issuers such as Tether and Circle already hold mostly US short-term Treasury bills as reserve assets. With the GENIUS Act passed and implementation nearing, a federal framework will formalize stablecoin reserve demand for short-term Treasuries, reinforcing the structural demand story that was part of the debasement trade narrative.
SHV MED
Park Sang-hyuk Editor 24:26
Visa, Mastercard adopt stablecoin settlement, cut costs.
Visa and Mastercard are increasingly using stablecoins to fund settlement liabilities before customer payments arrive, including collaborating with an on-chain stablecoin lending platform. Visa's stablecoin settlement volume is reportedly up 15x year-over-year, and the program can cut funding costs by as much as 30%, showing a structural efficiency gain in payment settlement.
MA V MED
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3PRO TV (삼프로TV) · Sep 09

This 3PRO TV (삼프로TV) video, published September 09, 2026, features Park Sang-hyuk discussing BTC, Strategy Preferred Stock (STRK), JGBUX, FXY, TON, SHV, MA, V. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Sang-hyuk  · Tickers: BTC, Strategy Preferred Stock (STRK), JGBUX, FXY, TON, SHV, MA, V